SG Lead Manager for WordPress - Feature Walkthrough

**SG Lead Manager** is a WordPress plugin for sourcing leads, sending email outreach, and managing a simple sales pipeline—all inside your WordPress admin. It keeps your lead data in your own database, supports multiple sender identities (SMTP, SendGrid), and fits teams who want a lightweight CRM without leaving WordPress or signing up for separate SaaS tools. Role-based capabilities let you control who can view leads, send messages, manage templates, or access the audit log. --- ### Features - **Dashboard** — At-a-glance stats: total leads, contactable count, open and overdue tasks, messages sent, and email open/click rates; pipeline stage counts and recent activity with quick links to directory, fetch, and pipeline. - **Leads directory** — Searchable, filterable list of all leads with link to each lead’s profile and quick actions (e.g. compose email). - **Lead profile** — Single-lead view with contact details, pipeline stage, owner, source, email stats (sent, opened, clicked), notes, and timeline; actions to send email. - **Lead pipeline** — Kanban-style pipeline with customizable stages (e.g. New, Reached, Interested, Qualified, Won, Lost); drag-and-drop; optional WIP limits; stage-default templates for outreach. - **Fetch leads** — Pull leads from configured lead sources by criteria; rate limiting and field mapping; supports multiple built-in and custom API sources. - **Lead sources** — Configure external lead APIs (REST, RapidAPI, OAuth2): base URL, auth, endpoints, request/response and criteria mapping, pagination, rate limits; reorderable list; optional built-in seeds (e.g. Verievi). - **Lead forms** — Create forms (contact, email-only, or full) with display modes (inline, modal, slide), 10 style presets, consent checkbox, honeypot, and optional reCAPTCHA; triggers (click, timed, scroll, exit intent); shortcode `[sg_lead_form]`; submissions create leads and can assign stage, owner, and tags. - **Gamified lead capture (Spin-the-Wheel / Scratch-Card)** *(behind `SGLM_FEATURE_GAMIFICATION` feature flag)* — Turn any form into a pre-form mini-game with weighted prizes, daily/total win caps, and shared or unique-code pools (including WooCommerce-generated coupons). The winning prize is decided server-side before the animation starts (prevents DOM tampering). Visitors get an on-screen reward plus an email with the code and a tokenized public reward page. Full rewards audit log per form. - **Outreach composer** — Compose and send email to a single lead from directory or profile; template and snippet picker; optional AI-assisted drafting (OpenAI/OpenRouter); messages can be queued for background sending. - **Templates & snippets** — Reusable email templates plus short snippets; stage-default templates; merge tags for personalization. - **Sender identities** — Multiple identities with from name, from email, reply-to; email via SMTP or SendGrid; test email; default identity selection. - **Email tracking** — Open tracking (tracking pixel) and click tracking (link redirect); optional per-message; events stored for reporting and lead-profile stats. - **Import / Export** — CSV import: upload, column mapping, validation (invalid rows and duplicates), then commit; sample and error CSV download. CSV export with selectable fields and filters (stage, owner, search), up to 5,000 rows. - **Audit log** — Log of significant actions (actor, event type, lead/object, meta); viewable in admin for compliance and troubleshooting. - **Assistant** — Automated pipeline that runs on a configurable schedule (daily, twice daily, hourly): fetches leads from sources with round-robin rotation, enriches them by scraping websites and generating AI summaries, composes personalized outreach using templates and AI, reviews every message with an AI gatekeeper (1-10 scoring), and queues approved messages for sending. Each run is tracked with per-lead detail. Configurable daily send limits, source filtering, custom AI prompts, and manual trigger. - **Settings** — General plugin options; AI provider configuration (OpenAI or OpenRouter, model, temperature, max tokens); license (Envato purchase code and buyer email) validated against SageGrids API; optional dev-mode bypass. - **License management** — Envato license check via SageGrids API; result cached in a transient; fail-open on API errors when a previous validation succeeded; license gate blocks plugin admin pages when invalid. - **Lead notes** — WordPress CPT for lead notes with taxonomy (note tags); rich text; capability-based access; associated with leads for context. - **Role-based access** — Dedicated capabilities (e.g. view_sg_leads, edit_sg_leads, import_sg_leads, export_sg_leads, send_sg_email, manage_sg_templates, manage_sg_lead_sources, view_sg_audit); administrators receive core capabilities on plugin activation.